Anaplan Bulk authentication guide

This is a step-by-step guide to acquiring credentials for authorizing the Anaplan Bulk component for use in Matillion ETL.

Begin by creating an OAuth entry in Matillion ETL, as described in Manage OAuth. You must then create an OAuth 2.0 client in the Anaplan platform, and use the credentials of that client to configure the Matillion ETL OAuth entry, as described below.

Note

You must have Anaplan tenant security administrator permissions to create the OAuth client.

Warning

Login passwords have a 90-day lifespan in Anaplan. You must reset your password manually. If your login fails because your password has expired, OAuth clients will also fail. Once you reset your password, OAuth clients will resume normal functionality.

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Acquiring third-party credentials

1. Log in to the Anaplan platform, and enter valid login credentials to continue.
2. The homepage will be displayed. In the top-left, click the Home menu, and select Administration.
3. Under the Security heading in the menu, click OAuth Clients.
4. If this is the first time you have worked with OAuth clients in Anaplan, you may see the message OAuth is disabled. If you see this, click Enable OAuth.
5. Click New in the top right of the screen, or if this is your first OAuth client click Create your first client. The Create OAuth 2.0 client dialog will open.
6. Enter a Name for the new OAuth client. The name can contain letters, numbers, ?, and !, but no other symbols.
7. In the Type drop-down, select Authorization Code grant.
8. In Allowed callback URLs, paste the Callback URL copied from the Manage OAuth dialog in Matillion ETL.
9. Click Create client.
10. Your new client will now be displayed in the OAuth clients list. Click it to open a configuration panel on the right of the screen.
11. From this panel, copy the values for Client ID and Client secret. These will be required when you configure the OAuth in Matillion ETL.
12. Under Refresh token behavior click Rotatable and enter a value in the Refresh token lifetime field. The token lifetime is specified in seconds, and has a maximum value of 31556952 (one year). When the token lifetime elapses, the Matillion ETL OAuth entry will no longer be authorized and will need to be reconfigured. The value you choose should therefore be a balance between security (a shorter token lifetime is more secure) and practicality (a longer lifetime will mean less disruption in Matillion ETL).
13. Click Save.
14. Now return to the Manage OAuth dialog in Matillion ETL to complete the OAuth configuration with the Client ID and Client secret.